NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in CVS — CVS HEALTH Corp

CIK 1109767 CEDAR RAPIDS, IA

Position in CVS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$957,222

-$504,530 QoQ

Shares Held

9,253

-54.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#986

of 2,051 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $2,949,439 across 4 Healthcare Plans names. CVS ranks #2 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,703	$1,123,447
2	CVS	CVS HEALTH Corp This page	9,253	$957,222
3	CI	Cigna Group	2,137	$589,128
4	HUM	Humana Inc	704	$279,642

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$957,222	9,253	-54.5%	Shares	Sole	2026-07-23
2026-03-31	$1,461,752	20,353	+17.1%	Shares	Sole	2026-04-15
2025-12-31	$1,379,197	17,379	+0.9%	Shares	Sole	2026-01-26
2025-09-30	$1,298,441	17,223	+0.4%	Shares	Sole	2025-10-28
2025-06-30	$1,183,282	17,154	+13.8%	Shares	Sole	2025-08-11
2025-03-31	$1,021,670	15,080	-7.8%	Shares	Sole	2025-05-13
2024-12-31	$733,906	16,349	+134.2%	Shares	Sole	2025-01-30
2024-09-30	$438,965	6,981	-10.8%	Shares	Sole	2024-11-04
2024-06-30	$462,321	7,828	-71.0%	Shares	Sole	2024-07-29
2024-03-31	$2,152,961	26,993	-8.7%	Shares	Sole	2024-04-23
2023-12-31	$2,334,926	29,571	-1.4%	Shares	Sole	2024-02-09
2023-09-30	$2,094,320	29,996	+6.1%	Shares	Sole	2023-11-14
2023-06-30	$1,954,512	28,273	-3.4%	Shares	Sole	2023-08-14
2023-03-31	$2,175,128	29,271	-4.5%	Shares	Sole	2023-05-15
2022-12-31	$2,856,273	30,650	+6.7%	Shares	Sole	2023-02-07
2022-09-30	$2,739,980	28,730	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$2,690,197	29,033	-49.9%	Shares	Sole	2022-08-15
2022-03-31	$5,864,006	57,939	+76.3%	Shares	Sole	2022-05-13
2021-12-31	$3,389,734	32,859	+0.3%	Shares	Sole	2022-02-10
2021-09-30	$2,780,862	32,770	-0.1%	Shares	Sole	2021-11-12
2021-06-30	$2,738,417	32,819	+639.5%	Shares	Sole	2021-08-16
2021-03-31	$333,870	4,438	+27.9%	Shares	Sole	2021-05-14
2020-12-31	$237,069	3,471	-82.7%	Shares	Sole	2021-02-16
2020-06-30	$1,301,933	20,039	+0.1%	Shares	Sole	2020-08-13
2020-03-31	$1,187,905	20,022	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.